you say this market's preoccupation with the fiscal cliff is overdone. do you think we go back to the trend and that is that december is a good month on the upside for stocks? >> definitely one of the tail winds. all else being equal, probably definitely a strong point for the market. i think this market is laboring to look through the interim noise. you had decent pmi numbers, with the ism disappointing and i think the market is trying to assimilate all this. one thing i take encouragement from, things like junk bonds, small caps have not been phased, treasury yield has not collapsed. that means the economic outlook is not being downgraded with asset markets the way you might expect if they really feared the fiscal cliff was going to hit. >> we certainly don't think consumers are fearing the fiscal cliff because they keep buying and buying ahead of the holidays. >> bob, let me get your take on this. before you go into december as a ho whole, i know earlier there was a fair amount of stock to buy. what happened at the end of the day, bob? >> the importan